Smart Portfolio Management, LLC

Specialties

At Smart Portfolio Management we focus on providing retirement income strategies helping you turn your retirement nest egg into retirement income.

Our process is designed to pursue one of the most pressing needs of the growing retiree population: How to develop a predictable and sustainable income while helping you plan for your longest vacation ever, your retirement.

We understand that everyone’s situation is truly unique and we’re preparaed to help you address your financial life with a plan that is customized and highly personal.

Jeff Carter a Retirement Income Distribution Specialist designs a plan around the combination of a time-​segmented portfolio model combined with guaranteed solutions.

Jeff Carter, RICP (Retirement Income Certified Professional)

Meet the Business Owner

Jeff C.

Business Owner

Jeff Carter one of 11 financial advisors in the United States to earn the designation of Retirement Income Certified Professional (RICP) as of April 2013.

The total number of financial advisors in the United States is roughly 300,000. The RICP™ designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last throughout retirement years.

These college-​level courses include: Retirement Income Process, Strategies and Solutions, Sources of Retirement income and Managing the Retirement Income Plan.

Jeff has assisted Job Changers, Baby Boomers and Retirees since 1990 answering pressing retirement income planning questions such as, how do I turn my retirement nest egg into sustainable stream of income to last throughout retirement years?